Investment management

We believe the best approach to good investment management is a simplified approach. There is a lot of noise and confusion around how you should invest your money. Many of our clients come to us overwhelmed and don't know what step to take next. We align our philosophy with Dave Ramsey and take a simplified approach by using good mutual funds and exchange traded funds that have great performance track records. Some of the types of accounts we have helped our clients organize and manage include:

1. Traditional and Roth IRA accounts.

2. 401(K), 403(B), 457, and other retirement accounts.

3. Taxable brokerage and mutual fund accounts.

4. 529 education accounts